Two takeovers  announced in the last week affected portfolio holdings, while the MLP sector as a whole steadied after the late-summer swoon. OILT, IEP and OAK were the top performers. Read More

Every bubble spotter has already written an obituary for MLPs. But the cash cows are stubbornly refusing to keel over. Read More

Two infrastructure players riding the energy construction boom are faring well, especially the one capable of building nuclear plants in China and LNG terminals in Siberia. Read More

MarkWest and Williams are quickly turning the Northeast US into an energy-exporting region and generating attractive returns in the process. Read More

One of the oldest oil basins in the US is putting better known shale plays to shame, while two new picks rule the increasingly gas-rich Northeast. Plus: commodity, news and portfolio updates.  Read More

The search for a compromise over its suspected work on nuclear weapons faces long odds despite the recent signs of a diplomatic thaw. Read More

With many of our core portfolio holdings still looking promising despite the handsome gains, we’re eliminating some of the distractions. Read More

Devon and WPX are exploiting promising crude opportunities without betting the farm by running up debt. These are two prudent companies worth owning. Read More

LNG exports are coming and natural gas producers will benefit. We found two bargains profiting from promising crude discoveries while awaiting lift from LNG. We’re also doing some portfolio pruning to focus on our big long-term winners while reducing risk. Read More